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3M
MMM

Name Holding Trade Value Shares
Change 		Change in
Stake
FAG
1526
Financial Advisory Group
Texas
$431K – – –
LOAMS
1527
Lombard Odier Asset Management (Switzerland)
Switzerland
$431K +$481K +3,983 New
CRC
1528
Curi RMB Capital
Illinois
$430K -$27.1K -224 -5%
AWM
1529
Ameliora Wealth Management
Switzerland
$430K +$481K +3,977 New
TCOO
1530
Trust Company of Oklahoma
Oklahoma
$429K -$200K -1,656 -29%
SIG
1531
Sargent Investment Group
Maryland
$429K -$52.7K -436 -10%
CFAM
1532
Coury Firm Asset Management
Pennsylvania
$429K +$4.23K +35 +0.9%
AWA
1533
Aaron Wealth Advisors
Illinois
$428K +$28.6K +237 +6%
W
1534
Wealthquest
Ohio
$427K -$3.87K -32 -0.8%
CCM
1535
Cox Capital Management
Massachusetts
$427K +$1.45K +12 +0.3%
CFA
1536
CWS Financial Advisors
Michigan
$426K -$240K -1,982 -33%
JMFC
1537
J.M. Forbes & Co
Massachusetts
$425K -$13.4K -111 -3%
I2I
1538
Insight 2811 Inc
Illinois
$422K – – –
ZAM
1539
Zevin Asset Management
Massachusetts
$422K – – –
MC
1540
Maverick Capital
Texas
$421K -$125K -1,035 -21%
MPCG
1541
Matrix Private Capital Group
New York
$421K -$3.14K -26 -0.7%
CT
1542
Columbia Trust
Oregon
$421K – – –
HWM
1543
Horizon Wealth Management
Illinois
$420K -$28.6K -237 -6%
PWW
1544
Pettyjohn Wood & White
Virginia
$419K – – –
OA
1545
Oxbow Advisors
Texas
$418K – – –
KTC
1546
Kistler-Tiffany Companies
Pennsylvania
$417K +$1.45K +12 +0.3%
OCM
1547
One Capital Management
California
$417K +$159K +1,316 +52%
BFS
1548
Bard Financial Services
Connecticut
$416K – – –
CS
1549
Cannell & Spears
New York
$415K -$57.8K -478 -11%
AIA
1550
Arbor Investment Advisors
North Carolina
$415K – – –
60 61
62
63 64